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Portfolio Manager · Poetic Group LLC

Daniel C. Li

CRD 5754007 · Named on Form ADV at one SEC-registered adviser

At a glance

Poetic Group LLC, an SEC-registered private fund adviser based in Hackensack, NJ with $803 million in regulatory assets, lists Daniel C. Li on its Form ADV as Portfolio Manager, a control person.

Firms and roles

  • Poetic Group LLCPortfolio ManagerPrivate fund adviser · Hackensack, NJ · $803M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.